Pan-Asia Index Flows & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Pan-Asia Index Flows & Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the December 2024 index rebal event.</li>
<li>The final rankings will be decided based on the full market cap at the close of trading today (3rd December 2024).</li>
<li>Based on the current numbers, we see three for the F100 index and three or more other changes for the F250 index in December 2024.</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the December 2024 index rebal event.
The final rankings will be decided based on the full market cap at the close of trading today (3rd December 2024).
Based on the current numbers, we see three for the F100 index and three or more other changes for the F250 index in December 2024.


Quiddity Leaderboard F100/F250 Dec 24: Final Trading Day; Announcement Tomorrow!

<ul>
<li>In this insight, we take a look at our final expectations for ADDs/DELs for the F100 and F250 indices during the September 2024 index rebal event.</li>
<li>Yesterday (3rd September) was the base date for this rebalance event and the index changes will be confirmed after market close today.</li>
<li>We see one change for F100 and one change for F250 during the regular rebalance but there could be another change triggered by the Network International (NETW LN) deal completion.</li>
</ul>


In this insight, we take a look at our final expectations for ADDs/DELs for the F100 and F250 indices during the September 2024 index rebal event.
Yesterday (3rd September) was the base date for this rebalance event and the index changes will be confirmed after market close today.
We see one change for F100 and one change for F250 during the regular rebalance but there could be another change triggered by the Network International (NETW LN) deal completion.


Quiddity Leaderboard F100/​​​250 Sep 24: Announcement Day; Final Expectations

<ul>
<li>In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the September 2024 index rebal event.</li>
<li>There could be up to three M&amp;A-related intra-review changes in the next few weeks.</li>
<li>Apart from that, there could be two changes for the F100 index and two other changes for the F250 index during the September 2024 review.</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the September 2024 index rebal event.
There could be up to three M&amp;A-related intra-review changes in the next few weeks.
Apart from that, there could be two changes for the F100 index and two other changes for the F250 index during the September 2024 review.


Quiddity Leaderboard F100/​​​250 Sep 24: High-Impact F250 Potential ADDs Could Outperform the Index

<ul>
<li>In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the June 2024 index rebal event.</li>
<li>I see two regular changes for the F100 index during the June 2024 review. There are more names very close to triggering F100 index changes.</li>
<li>I see eight other changes for F250 in the run up to the June 2024 review including three intra-review changes. <strong>One of those intra-review changes will be confirmed later today.</strong>
</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the June 2024 index rebal event.
I see two regular changes for the F100 index during the June 2024 review. There are more names very close to triggering F100 index changes.
I see eight other changes for F250 in the run up to the June 2024 review including three intra-review changes. One of those intra-review changes will be confirmed later today.



Quiddity Leaderboard F100/​​​250 Jun 24: Potential ADDs Could Outperform the Index

<ul>
<li>In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the June 2024 index rebal event.</li>
<li>There could be up to three intra-review changes for the F250 index during the next two months.</li>
<li>Separately, there could be one change for F100 and two changes for F250 during the regular rebalance in June 2024.</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the June 2024 index rebal event.
There could be up to three intra-review changes for the F250 index during the next two months.
Separately, there could be one change for F100 and two changes for F250 during the regular rebalance in June 2024.


Quiddity Leaderboard F100/​​​250 Jun 24: LONG OCN - SHORT FSJ Could Be Interesting

Bermuda

Hiscox Ltd is a group of companies that operate in the United Kingdom insurance market.  The Company's services include underwriting managed syndicates, underwriting a range of personal and commercial insurance and other underwriting services.  Hiscox provides its services for customers in the United Kingdom and Continental Europe.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Hiscox Ltd (HSX LN)

Quiddity Leaderboard F100/F250 Dec 24: Final Trading Day; Announcement Tomorrow!

There are multiple names close to the border and depending on how prices move today, these names can get involved in index changes or miss out on...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/250 Sep 24: Announcement Day; Final Expectations

Network International could be deleted from F250 at the close of trading on 16th September 2024. This would trigger an intra-review F250 addition.

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/250 Sep 24: High-Impact F250 Potential ADDs Could Outperform the Index

The top-ranked F250 potential ADDs would have a large number of days to buy if they got added to F250. There are multiple opportunities for both...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/250 Jun 24: Potential ADDs Could Outperform the Index

The top 10 F250 potential ADDs could outperform the F250 index over the next few weeks. These names could have very high impact if they were to be...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/250 Jun 24: LONG OCN - SHORT FSJ Could Be Interesting

There could be 50+ days of volume to buy in OCN if the stock outperforms the other F250 potential ADDs and climbs into the expected ADDs basket and...

Janaghan Jeyakumar, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Quiddity Leaderboard F100/F250 Dec 24: Final Trading Day; Announcement Tomorrow!

There are multiple names close to the border and depending on how prices move today, these names can get involved in index changes or miss out on...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/​​​250 Sep 24: Announcement Day; Final Expectations

Network International could be deleted from F250 at the close of trading on 16th September 2024. This would trigger an intra-review F250 addition.

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/​​​250 Sep 24: High-Impact F250 Potential ADDs Could Outperform the Index

The top-ranked F250 potential ADDs would have a large number of days to buy if they got added to F250. There are multiple opportunities for both...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/​​​250 Jun 24: Potential ADDs Could Outperform the Index

The top 10 F250 potential ADDs could outperform the F250 index over the next few weeks. These names could have very high impact if they were to be...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/​​​250 Jun 24: LONG OCN - SHORT FSJ Could Be Interesting

There could be 50+ days of volume to buy in OCN if the stock outperforms the other F250 potential ADDs and climbs into the expected ADDs basket and...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/250 Sep 24: Announcement Day; Final Expectations

Quiddity Leaderboard F100/250 Sep 24: High-Impact F250 Potential ADDs Could Outperform the Index

Quiddity Leaderboard F100/250 Jun 24: Potential ADDs Could Outperform the Index

Quiddity Leaderboard F100/250 Jun 24: LONG OCN - SHORT FSJ Could Be Interesting